Destination Wealth Management
Legal Name: DESTINATION WEALTH MANAGEMENT
Full Contact Details
Other Info
Destination Wealth Management is legally known as DESTINATION WEALTH MANAGEMENT. It is a DE Corporation. This firm has 52 employees, of which 31 are employees in advisory roles. It serves 5 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Oct 11, 1996.
Destination Wealth Management | High Net Worth Financial Advisor & Investment Management Company | Private Asset Planning Firm
Destination Wealth Management Offers High Net Worth Advisor & Financial Portfolio Planning for the Future. We Specialize in Asset & Wealth Investment Managing. Give us a call at 800.947.3864 Now!
Direct Owners
-
GEORGE KUNG WAI CHIN
PRESIDENT AND CHIEF OPERATING OFFICER owns more than 10% but less than 25%
-
JESSICA S LAMBRUSCHINI-COY
VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, HR MANAGER owns less than 5%
-
MICHAEL ALLEN YOSHIKAMI
CEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEE owns 75% or more
Firms Located Nearby
- JBC Financial Group Inc
- USCF Advisers LLC
- Prime Meridian Capital Management LLC
- Litman Gregory Asset Management LLC
- Berla George Alexander
- Capital Performance Advisors LLP
- Casilio Leitch Investments LLC
- Baker Brose & Mitsutome Wealth Management LLC
- Accuvest Global Advisors
- Garrison Point Advisors LLC
Top Holdings
- ISHARES TR $47,679k
- DISNEY WALT CO $34,291k
- DANAHER CORP $29,930k
- STRYKER CORP $28,715k
- PFIZER INC $20,214k
- ABBOTT LABS $19,971k
- VANGUARD INDEX FDS $13,492k
- ETF MANAGERS TR $12,252k
- ISHARES GLOBAL MATERIALS ETF $6,548k
- PIMCO ETF TR $4,000k